Daylite Reviews and Ratings

Use Cases and Deployment Scope

We have used Daylite in the business for over 12 years. We are quite happy with Daylite and its ability to manage a very large CRM database. We have over 27,000 Companies, 15,000 contacts, and thousands of projects and opportunities. Apple Mail integration helps link emails and attachments into a central database for an easy-to-use central repository and customer/project history. If we need to look up history on a project or the status of an Opportunity, all staff just need to go to one place to find it all. The filtering abilities and fast searching are amazing and very versatile. I have not seen another CRM with this ability, speed, or ease of use for searching. These searches can then be saved as smart lists and shared among the organization or specific teams. Integration partner iOSXpert has some really good tools to extend the features of Daylite, too, such as Web Forms, automation, and MailChimp Integration for email marketing. Daylite Cloud now easily connects to Zapier for integration and automation with hundreds of other cloud solutions. With this, there are so many more options available to the company and various team needs. Tracking the many opportunities, contact forms from websites, projects, and all the people and companies we work with - Daylite has been key in keeping this information straight and at our fingertips.

Likelihood to Recommend

Well suited for any size company which needs CRM management. Easy to use. Great for individuals or teams that use Apple products. Daylite and ios expert integration has been key in capturing leads from our website into the Daylite database, plus then if they opt into email marketing, they are entered into the MailChimp database. The web forms also automate the creation of opportunities and are linked with the contacts/companies. Sales Managers with geographical responsibilities can easily filter contacts or projects based on these regions so they only see what they need. Daylite is not appropriate for Windows users.

Use Cases and Deployment Scope

Daylite is used by the project management, billing and sales departments. We use Daylite to track and monitor client accounts, communications, sale opportunities and overall contact information. Daylite addresses the problem of organizing client information and communications when there are several people who need to contact clients and coordinate their communications with other teams. Daylite helps us keep track of emails sent between the client. It is also our "contact book" that has all the clients contact info and any special notes that would be helpful for other team members to know. Daylite also helps us track sales opportunities and what packages and services different clients have ben sold on or if they aren't interested in something we've already talked to them about. Overall, Daylite keeps us organized as a team!

Likelihood to Recommend

Daylite is awesome if you have a lot of clients and you need to keep track of who is talking to them and who talked to them about what. It is awesome if you have several people who manage the project a different points because you can easily get caught up on a client account or pass it over to someone else. Our projects follow the common flow where the client first speaks with a sales rep then they are passed off to a project manager and the billing team and then when the project is complete, our help desk manages any communications. Daylite is amazing for helping all of our teams coordinate their efforts so the client has a smooth sailing experience.

Use Cases and Deployment Scope

It is being helpful in the management of the clients as well as the projects. With its variety of features, we are able to deliver projects on time. Contact management feature and its templates are two major features that are in our use and are so good. With its integration, we are able to integrate it with other ecosystems and it is highly adaptable for our firm.

Likelihood to Recommend

It is an adjustable tool with all the business firms and is highly adaptive and allows multiple customizations as well as comforts. If someone is looking forward to uplift his business then it is most likely to do this miracle with the features it has like contact management, reporting, forecasting, and what not. I am highly contented with this tool.

Use Cases and Deployment Scope

Daylite is one of the best CRM available in the marketplace for managing clients, more <span style="letter-spacing: -0.6px;">conversions, and finish more projects. It is an excellent, highly customizable program that allows me to organize and monitor my business operations in real-time. It is compiled of all the best features in terms of communication with clients and keeps track of every single piece of information regarding them. Overall it is playing a very important role in our company.</span>

Likelihood to Recommend

Daylite is helping me a lot in the organization for managing different tasks deadlines, connecting with customers, and handling all the communication. The mobile app needs to be more responsive and needs an update to be more helpful. Other than [that], perfectly designed platform and I would definitely recommend this to other organizations to use this platform to have more control on managing the task and contact details.

Use Cases and Deployment Scope

I have been using this platform to sort out all the business processes easily. Fast customer support, a clean dashboard, and good integration helping me a lot. Definitely recommend to other businesses to use this platform for a good approach to the work. Designed with much-modernized UI and dashboard is very pleasing to use and to have the best experience on it. The support team is working quite impressive.

Likelihood to Recommend

I am giving it this rating because I feel pleased to use this software. It is also helping me to manage finance very easily and give all insights according to needs. Another great feature that Daylight has is that it can easily integrate with other software very easily like mail, Apple calendar, Siri, and Apple reminders easily.

Use Cases and Deployment Scope

Daylite is one of the best CRM's built for iOS which deals in managing the clients, engaging more clients, helps in closing more deals, and finish[ing] more projects. It is loaded with rich features like email syncing, it attaches all the emails immediately without wasting time from the slide bar. It allows [you] to have a track on the project, helps in maintaining good workflow, and works perfectly on the Mac devices without getting slow and [causing a] delay in working.

Likelihood to Recommend

Daylite is a phenomenal, exceptionally adaptable CRM program that permits [users] to sort out and screen business operations progressively. Basic information, for example, staff plans, finance, patient and supplier

contact information can be recorded and partaken in a protected way. Clients may get to their records on numerous Macintosh and iOS gadgets without having to sign in and out over and over while keeping a serious level of safety.

Use Cases and Deployment Scope

[Daylite] is

multi-tasking application which also allows me to manage my projects I can

easily design the quotations and optimize the estimation. Now it is convenient

for me to track back any certain process. Daylite has also helped me in

document management. This tool has affected every aspect of my sales and

marketing. It is a blessing application for our finance department.

Likelihood to Recommend

If you are

looking for reliable solutions in managing customer relations effectively then

I suggest you have it. It will give you the best window solutions for handling

marketing too. You need not look at any other tool for detailed reporting after

having this. It is a trustworthy platform that is managing our relations with our clients and creating a strong knot between us.

Use Cases and Deployment Scope

I use this as my main CRM software. I use it for email management as well as client interaction tracking. I am able to import and export lists for use in other applications and also sync it with my mobile devices for easy access to client specific information when I am working remotely.

Likelihood to Recommend

It is probably the best Mac based CRM I have found. I am generally very content with it and wish it had broader use so as to be looked at for integration with other platforms more often. Its Mac integration is quite good though. I love the ability to take it on the road with the mobile apps and look forward to those being developed further.

Use Cases and Deployment Scope

Daylite is probably the software I use the most, both in its desktop and mobile versions. It helps organizing my whole life should I say, both professional and personal. My multiple activities require a very tight management of tasks, contacts and schedule. Daylite allows all of this, and the ease of synchronisation with the mobile app is therefore essential. I am an independent, and use it alone, but I guess it is a good teamwork tool as well.

Likelihood to Recommend

I've been using several contact organizers in the last decades, and I must say that Daylite is the best I have used until now, despite the evolutions it would need. An important point to insist on is the very good quality of the customer support, both reactive and patient, I had some issues they spent time, in real time, to solve. Very comforting when you use this on a daily basis as I do. I actually can't find any reason not to choose it. And I really have no involvement in the company, far or close ;-).

Use Cases and Deployment Scope

5 people are tasked with their role in a project by the Creative Director, who is running Daylite Server on his Mac. The employees are notified of their involvement by a task appearing on their calendar. Once a task is complete, the employee checks a box in the Mail extension when sending an email detailing their accomplishment. When an entire project is complete, the Creative Director marks the project as "done." Daylite is very helpful in answering the question, "Hey, where are we on this?"

Likelihood to Recommend

If your team uses only Macs, then I suggest investigating Daylite 6, which is cloud-based. We've found upgrades to be tricky, sometimes users have difficulty connecting to the data-base on the main user's Daylite Server. My opinion is that it would be easier to begin fresh with 6 than upgrading and moving our current Daylite Server to the cloud. And there's no going back, once you move to the cloud, you're committed.